Common Questions our Clients have:

• How much should I have invested to provide the lifestyle I want in retirement?

• Can I balance reducing taxes now and in retirement?

• How can I ensure a smooth transfer of wealth to our children?

• Are their programs to help Canadians purchase their first home?

• What type of investments does Beacon Wealth Partners use (mutual funds, etfs, stocks etc.)?

• How can I protect my retirement savings from inflation?

• How do I prioritize contributing between the different types of investment accounts?

• Do I need insurance coverage to protect my income and my family?

• Can I use my corporation as part of my retirement and estate plan?

• How can we maximize government pensions with our retirement savings to make our money last as long as possible?

• How does Beacon Wealth Partners choose my investment portfolio?